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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1101
Evoke Wealth
California
$2.82M +$990K +22,213 +49%
ZIC
1102
ZWJ Investment Counsel
Georgia
$2.82M -$18.8K -422 -0.6%
SAI
1103
Systematic Alpha Investments
New Jersey
$2.82M – – –
AWM
1104
Avior Wealth Management
Nebraska
$2.81M -$820K -18,395 -21%
CA
1105
Cullinan Associates
Kentucky
$2.81M +$174K +3,900 +6%
CI
1106
Cigna Investments
Connecticut
$2.81M -$74.8K -1,679 -2%
NB
1107
NBT Bank
New York
$2.8M -$33.5K -752 -1%
DIP
1108
Davis Investment Partners
North Carolina
$2.8M +$3.08K +69 +0.1%
MS
1109
Maven Securities
Jersey
$2.8M +$751K +16,850 +34%
VF
1110
Virtu Financial
New York
$2.79M +$2.74M +61,443 +1,113%
CTC
1111
Cetera Trust Company
Minnesota
$2.79M – – –
TSWM
1112
Tyler-Stone Wealth Management
Ohio
$2.78M +$501K +11,254 +20%
OFS
1113
OneAscent Financial Services
Alabama
$2.78M +$1.69M +37,928 +132%
EF
1114
Exeter Financial
Arizona
$2.77M -$91.3K -2,048 -3%
AF
1115
Arrow Financial
New York
$2.76M -$2.49M -55,910 -46%
FBFS
1116
First Business Financial Services
Wisconsin
$2.75M +$224K +5,018 +8%
CT
1117
Caldwell Trust
Florida
$2.75M -$5.04K -113 -0.2%
GJWM
1118
Gilliland Jeter Wealth Management
Arkansas
$2.74M +$3.65K +82 +0.1%
BEW
1119
Burton Enright Welch
California
$2.72M -$128K -2,870 -4%
ACI
1120
Alpha Cubed Investments
California
$2.71M +$785K +17,619 +37%
BO
1121
Bank OZK
Arkansas
$2.71M -$65.6K -1,473 -2%
MIA
1122
MainStreet Investment Advisors
Illinois
$2.71M -$12.9K -289 -0.4%
SB
1123
Strategic Blueprint
Georgia
$2.69M +$1.77M +39,673 +160%
SAM
1124
Secure Asset Management
Michigan
$2.68M +$2.41M +54,159 +539%
BAAM
1125
Baker Avenue Asset Management
California
$2.68M +$135K +3,020 +5%
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